Integration Specialist

Affordable American Insurance; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision and dental insurance

401(k) with company match

Short-term and long-term disability

Job summary

Affordable American Insurance, LLC (AAI) seeks an Integration Specialist to support growth through agency acquisitions and partnerships. The role coordinates post-acquisition integration of retail insurance agencies, aligning processes, systems, and carrier relationships to ensure a seamless transition into AAI's platform and broker network.

You will serve as a primary contact for agency leadership, develop and monitor integration plans, and collaborate with operations, finance, compliance, HR,

Qualifications

• 3+ years of experience in insurance operations, agency management, project management, integration management, consulting, mergers & acquisitions, or related field.

Responsibilities

• Coordinate and manage post-acquisition integration activities for newly acquired retail insurance agencies.
• Serve as a primary point of contact for agency leadership and employees during the integration process.
• Develop and maintain integration project plans, milestones, timelines, and reporting.
• Evaluate agency operations and recommend improvements to align with AAI standards, workflows, and best practices.
• Facilitate onboarding of acquired agencies into AAI's brokerage platform, carrier network, technology stack, and procedures.
• Collaborate with leadership, operations, finance, compliance, HR, marketing, and technology teams to ensure successful integration.
• Assist with transitioning carrier appointments, market access arrangements, and brokerage relationships as needed.
• Identify integration risks and process gaps, and propose resolutions.
• Support employee onboarding and change management initiatives to promote adoption of new systems.
• Monitor integration metrics and provide progress updates to executive leadership.
• Assist with documentation of integration procedures, playbooks, and standard operating processes.
• Participate in agency visits and meetings to assess integration progress.

Skills

Project management

Communication

Analytical skills

Remote collaboration

Job description

Company: Affordable American Insurance, LLC (AAI)

About the Opportunity

Affordable American Insurance, LLC (AAI) is seeking an Integration Specialist to support our continued growth through agency acquisitions and strategic partnerships. This individual will play a critical role in ensuring newly acquired retail insurance agencies are successfully integrated into the AAI platform, brokerage operations, carrier relationships, and agency network ecosystem.

The Integration Specialist will serve as a key liaison between acquired agencies and internal stakeholders, helping to align operational processes, technology systems, compliance standards, carrier relationships, and business practices to promote a seamless transition and long-term success.

Why Join AAI?

At AAI, we are committed to helping insurance agencies unlock their full potential through access to industry-leading technology, operational support, carrier partnerships, and a collaborative professional network. As AAI continues to expand through acquisitions, the Integration Specialist will have a unique opportunity to directly influence the success of newly acquired agencies and contribute to the growth of one of the insurance industry's most innovative organizations.

Key Responsibilities

• Coordinate and manage post-acquisition integration activities for newly acquired retail insurance agencies.
• Serve as a primary point of contact for agency leadership and employees during the integration process.
• Develop and maintain integration project plans, milestones, timelines, and reporting.
• Evaluate agency operations and recommend improvements to align with AAI standards, workflows, and best practices.
• Facilitate onboarding of acquired agencies into AAI's brokerage platform, carrier network, technology stack, and operational procedures.
• Work collaboratively with leadership, operations, finance, compliance, human resources, marketing, and technology teams to ensure successful integration.
• Assist with transitioning carrier appointments, market access arrangements, and brokerage relationships as needed.
• Identify integration risks, operational challenges, and process gaps, and develop recommendations for resolution.
• Support employee onboarding and change management initiatives to promote adoption of new systems, workflows, and organizational practices.
• Monitor key integration metrics and provide regular progress updates to executive leadership.
• Assist with documentation of integration procedures, playbooks, and standard operating processes.
• Participate in agency visits and meetings with agency leadership to assess integration progress and support operational alignment.

Qualifications

• 3+ years of experience in insurance operations, agency management, project management, integration management, consulting, mergers and acquisitions, or a related business discipline.
• Experienced participating in agency acquisitions, due diligence, post-acquisition integration, or multi-location operational consolidations.
• Strong project management, organizational, and problem-solving skills.
• Strong analytical skills and the ability to evaluate operational workflows and recommend practical solutions.
• Excellent communication and relationship-building abilities, with the ability to work effectively across multiple stakeholders and organizational levels.
• Comfortable working independently in a remote environment while collaborating effectively across distributed teams.
• Ability to manage multiple projects simultaneously in a fast-paced environment.
• Proficiency in Microsoft Office, Microsoft Excel, and business technology platforms.
• Preferred: Prior experience within the insurance industry, including agency, brokerage, carrier, aggregator, or network environments, experience with EPIC and EZLynx management systems, and business process improvement initiatives.
• Base Salary: $100,000 - $150,000 annually (commensurate with experience)
• Bonus: Eligible for discretionary bonus compensation, subject to review and approval by AAI’s General Counsel and Board of Directors.
• Benefits: Flex PTO; health insurance; vision and dental insurance; 401(k) with company match; short-term and long-term disability benefits
• Independent, start-up aesthetic, fast-paced.
• Periodic travel required to agency locations, company meetings, onboarding events, and integration activities.
• Opportunity for expanded responsibilities and career advancement as the Company's acquisition and integration activities continue to scale.